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Brett McKeithan Ameriprise Financial Advisor

Brett McKeithan

CFP®, ChFC®

Financial Advisor

We shape financial solutions for a lifetime.®

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910.454.0552

william.b.mckeithan@ampf.com

 
 

15

Years of Experience

96

Client Satisfaction Score

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Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
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Office Location

1424 N Howe St
Southport, NC 28461-2607
Map Phone: 910.454.0552

Hours: Monday8:30 a.m. - 4 p.m.
Tuesday8:30 a.m. - 4 p.m.
Wednesday8:30 a.m. - 4 p.m.
Thursday8:30 a.m. - 4 p.m.
Friday9 a.m. - 3:30 p.m.

Please call ahead to make an appointment. Hours may vary.

Professional Networks

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Education

  • East Carolina University-Bachelor of Science Communications, 1993
  • American College-Chartered Financial Consultant, 2005

Professional Associations

  • Southport/Oak Island Chamber of Commerce

My Approach

I specialize in working with clients who are seeking to maximize and maintain their income and preserve their wealth throughout their retirement years. I'll work with you to manage your financial resources to help you gain the confidence that comes from knowing that your money can continue to work for you — so you can continue to enjoy the retirement of your dreams.

Areas of Focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution

Interests

  • I like to stay in healthy shape, exercising several days per week.
  • I love spending time with my wife and children.
  • I like to play golf, basketball and a little fishing.
  • My wife and I vacation every summer to Jamaica.

 


Community Participation

  • Recognized for support of Public Radio
  • Partnering with local charity to help raise funds
  • Active in community events/recreation, support for local retailers
  • Member of local Chamber of Commerce

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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License Information

I am licensed and registered to conduct business in NC.
Based on licenses and registrations I hold, I may also conduct business in FL, DE, SC, OH, PA, WA, KY, VA.
  • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
  • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • Client Satisfaction Score: The survey score is based on responses gathered within the preceding two years. The survey rates Ameriprise advisors on overall satisfaction, financial knowledge and other criteria. A score averages all responses and may not represent a particular client experience. A minimum number of responses are not required for a score. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation of a financial advisor.
  • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
  • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

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